CIK: 0000701189
申告総資産額
$3.6億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 11.35% | -0.25% | +4.77% | |
| 2 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 10.98% | -0.54% | +0.63% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 10.48% | +0.03% | +6.92% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 10.22% | +0.47% | +3.03% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-その他 | 9.88% | -0.13% | +8.61% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.95% | -0.01% | -0.24% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 6.78% | -0.23% | +18.85% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.03% | +0.19% | +0.06% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.95% | -0.02% | -25.14% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.38% | -0.19% | +28.33% | |
| 11 | SCHH | Schwab US Reit ETF | ETF-その他 | 2.21% | -0.12% | EXIT | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.09% | -0.03% | +0.21% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 2.09% | +0.03% | +5.92% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.68% | -0.05% | -8.31% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.42% | -0.50% | +5.92% | |
| 16 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.17% | +0.01% | +0.07% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.98% | +0.02% | +0.11% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.97% | -0.03% | +15.29% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.95% | +0.01% | +0.06% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.93% | -0.16% | +25.62% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.90% | +0.52% | — | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.69% | +0.05% | +9.89% | |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.67% | — | +17.92% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.61% | -0.01% | +11.07% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.59% | +0.02% | +0.04% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.53% | — | +0.60% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.45% | +0.02% | +16.29% | |
| 28 | BMTCUSD | Bryn Mawr Bank CORP | 株式-その他 | 0.38% | — | — | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | +0.02% | — | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.37% | -0.01% | +0.27% | |
| 31 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.37% | +0.02% | -11.26% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.36% | -0.01% | +56.15% | |
| 33 | VUG | Vanguard Growth ETF | ETF-その他 | 0.33% | +0.32% | — | |
| 34 | T | At&t INC | 株式-通信サービス | 0.33% | — | — | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.33% | — | — | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.31% | — | — | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.29% | +0.03% | -6.56% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.29% | — | +1.41% | |
| 39 | AAPL | Apple INC | 株式-IT | 0.27% | -0.02% | -18.25% | |
| 40 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.26% | — | — | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.23% | — | — | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.22% | — | — | |
| 43 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.21% | -0.07% | EXIT | |
| 44 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.19% | -0.10% | EXIT | |
| 45 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.19% | — | +0.12% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.18% | +0.04% | — | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.17% | — | -5.49% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.17% | +0.01% | — | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.15% | — | — | |
| 50 | MDRX | Veradigm INC | 株式-その他 | 0.11% | — | — |